¶ Priority clients. Settings
`⚠️ Please note!`
2. Customer priorities are always dynamic and are calculated precisely at the moment of contacting the customer: viewing the customer priority in the SCAT administrator panel, at incoming call (from a tenth, for example 0.1) or when creating an order in the dispatcher room in the order card.
¶ Where to activate it from?
¶ How to set up
`⚠️ Please note!`
This instruction will give a simple example, where the weight of the customer by order density and the average check for the last 30 days will be taken into account.A more complex system of priority clients will need to be sorted out individually for each client when contacting SCAT support.
¶ Predefined settings.
Select "Advanced Setup" to be able to specify the period of accounting for orders.
¶ Function(average fare amount)
Let's not complicate things, we will use the "Linear" function. The greater the average check for the designated period, the proportionally greater the weight of the client.
¶ Function parameters (average fare amount)
Let's specify the minimum and target threshold of the average fare amount to indicate the importance of the client. For example, from 0 to $30.
¶ Importance of average fare amount
Denotes the coefficient of the average fare amount to determine the importance of the client, let's say 50%, that is, let's specify.
0.5¶ Importance of number of orders
The client's importance is not involved in our example.
0¶ Function(order density)
Let's not complicate things, we will use the "Linear" function. The greater the density of orders for a specified period, the greater the importance of the client.
¶ Parameters of the order density function
Specify a minimum and target threshold for the average check to indicate customer importance. For example, from 0 to 50 orders in the last 30 days.
¶ Importance of order density
Denotes the density coefficient of orders to determine the weight of the client, let's say 50%, that is, we indicate
0.5¶ Decrease in the density of orders over time
to determine the weight of the client, he does not participate in our example. We will put
0¶ Weight of cancelled orders
to determine the weight of the client, he does not participate in our example. We will put
0¶ Priority of the contract party's order
to determine the weight of the client, he does not participate in our example. We will put
0¶ Density of the first order
to determine the weight of the client, he does not participate in our example. We will put
0¶ Dispatcher's order priority
to determine the density of the client, he does not participate in our example. We will enter
0¶ Your birthday
to determine the weight of the client, he does not participate in our example. Enter
0¶ Number of days
. Enter
30¶ Number of 15-day periods
. Enter
2¶ Number of 30-day periods
. Enter
1¶ Number of weeks
. Enter
4¶ The example described in this manual. Screenshot
¶
¶ Customer Priority levels
It is the priority levels that will somehow colour the priority clients with one or another value of the client's weight.
¶ Where to turn on?
Click "Add client priority". Here we will indicate the "Maximum" and "Minimum" priority (weight), which will color the client. For example, from 0.8 to 1.0.
Specify the colors of the "text" and "background" and add a "Description"
The driver's bonuses will be indicated 0,since it is not considered in the current example.
¶ The example described in this manual. Screenshot
¶
¶ Как выглядит
I slightly simplified my task in these screenshots in order not to create 50 orders, reduced the minimum client weight for the "Priority Client" status to 0.6
¶ Viewing the client's priority in the SCAT admin panel
¶ In the control room, in the order creation card
The client's phone number is highlighted in the colors that were selected in the "Priority levels"
